Institutional Ownership Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY). We have compiled data on the 182 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $699 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
19,410
shares
|
$855,981
0.47% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,948
shares
|
$835,606
0.31% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
18,492
shares
|
$815,497
0.11% of portfolio
|
Q3 2025
Added 34.51%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
18,232
shares
|
$804,031
0.19% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
17,833
shares
|
$786,435
0.31% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,982
shares
|
$748,906
0.0% of portfolio
|
Q3 2025
Added 64.05%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
16,911
shares
|
$745,775
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
16,775
shares
|
$739,777
0.01% of portfolio
|
Q4 2025
Added 4.92%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
16,658
shares
|
$734,617
0.08% of portfolio
|
Q3 2025
Reduced 79.08%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
15,938
shares
|
$702,865
0.19% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
15,536
shares
|
$685,137
0.02% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
15,468
shares
|
$682,138
0.0% of portfolio
|
Q3 2025
Reduced 82.72%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,439
shares
|
$636,759
0.2% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
13,821
shares
|
$609,506
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
13,437
shares
|
$592,571
0.06% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
12,976
shares
|
$572,241
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
12,765
shares
|
$562,936
0.11% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
12,548
shares
|
$553,366
0.04% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,503
shares
|
$551,382
0.01% of portfolio
|
Q2 2025
Added 115.98%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,319
shares
|
$543,267
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
11,957
shares
|
$527,303
0.01% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
11,826
shares
|
$521,526
0.27% of portfolio
|
Q3 2025
Reduced 41.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
11,228
shares
|
$495,154
0.01% of portfolio
|
Q3 2025
Added 55.81%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
11,206
shares
|
$494,184
0.06% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
10,329
shares
|
$455,508
0.01% of portfolio
|
Q3 2025
Added 36.66%
|
|